Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MELVILLE CHARITABLE TRUST INC
 
Number and street (or P.O. box number if mail is not delivered to street address)157 CHURCH STREET 19TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT06510
A Employer identification number

46-1670702
B Telephone number (see instructions)

(203) 901-1065
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$131,673,042J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 17,150
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,203,566 3,038,741 54,188
5a Gross rents............ 87,396 87,396 87,396
b Net rental income or (loss) 87,396
6a Net gain or (loss) from sale of assets not on line 10 1,434,073
b Gross sales price for all assets on line 6a 53,449,904
7 Capital gain net income (from Part IV, line 2)... 1,555,770
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,435 595,455 62,435
12 Total. Add lines 1 through 11........ 3,804,620 5,277,362 204,019
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 347,952 12,931 0 335,021
14 Other employee salaries and wages...... 681,421 10,460 0 716,705
15 Pension plans, employee benefits....... 269,521 5,057 0 242,107
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,590 0 0 4,590
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,869 10,000 0 57,869
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
768,185 453,862 0 290,033
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
348,420 106,157 0 0
19 Depreciation (attach schedule) and depletion... 127,309 0 0
20 Occupancy.............. 71,631 0 0 71,950
21 Travel, conferences, and meetings....... 116,036 0 0 115,549
22 Printing and publications.......... 4,798 0 0 4,798
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
317,972 0 87,396 146,686
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,125,704 598,467 87,396 1,985,308
25 Contributions, gifts, grants paid....... 7,471,459 12,855,943
26 Total expenses and disbursements. Add lines 24 and 25 10,597,163 598,467 87,396 14,841,251
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,792,543
b Net investment income (if negative, enter -0-) 4,678,895
c Adjusted net income (if negative, enter -0-)... 116,623
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 595,980 896,248 896,248
2 Savings and temporary cash investments......... 4,132,154 1,962,054 1,962,054
3 Accounts receivable right arrow724,646
Less: allowance for doubtful accounts right arrow   557,054 724,646 724,646
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow2,513,500
Less: allowance for doubtful accounts right arrow0 2,513,500 Click to see attachment
List of Attached Documents:
// Content
2,513,500 		2,513,500
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 119,460,990 Click to see attachment
List of Attached Documents:
// Content
123,272,618 		123,272,618
14 Land, buildings, and equipment: basis right arrow4,494,956
Less: accumulated depreciation (attach schedule) right arrow2,266,847 2,268,325 2,228,109 2,228,109
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
91,488 		Click to see attachment
List of Attached Documents:
// Content
75,867 		Click to see attachment
List of Attached Documents:
// Content
75,867
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 129,619,491 131,673,042 131,673,042
Liabilities 17 Accounts payable and accrued expenses.......... 158,748 245,457
18 Grants payable................. 6,714,164 1,229,680
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
121,109 		Click to see attachment
List of Attached Documents:
// Content
303,266
23 Total liabilities (add lines 17 through 22)......... 6,994,021 1,778,403
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 122,625,470 129,894,639
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 122,625,470 129,894,639
30 Total liabilities and net assets/fund balances (see instructions). 129,619,491 131,673,042
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
122,625,470
2
Enter amount from Part I, line 27a .....................
2
-6,792,543
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,061,712
4
Add lines 1, 2, and 3 ..........................
4
129,894,639
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
129,894,639
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 53,449,904   51,894,134 1,555,770
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,555,770
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,555,770
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,555,770
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 65,037
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 65,037
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 65,037
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 80,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,963
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,963 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MELVILLETRUST.ORG
14
The books are in care ofright arrowSUSAN THOMAS Telephone no.right arrow (203) 901-1065

Located atright arrow157 CHURCH STREET 19TH FLOORNEW HAVENCT ZIP+4right arrow06510
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN THOMAS PRESIDENT
40.00 		292,437 55,515 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
KAREN DUBOIS-WALTON DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
BINIAM GEBRE DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
JC DAVID HADDEN DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
ROBERT HAGGETT DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
CARLA JAVITS DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
ROLAN JONI YOUNG DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
JENNIFER LEIMAILE HO DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
KICA MATOS DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
RUTH MELVILLE DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
STEPHEN MELVILLE DIRECTOR
1.00 		0 0 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
AIMEE HENDRIGAN EXECUTIVE VICE PRESI
40.00 		230,630 53,213 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
REBECCA ALLEN SENIOR PROGRAM OFFIC
40.00 		176,903 49,194 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
ALYIA GASKINS SENIOR PROGRAM OFFIC
40.00 		143,109 32,415 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
HOLLY SULLIVAN DIRECTOR OF FINANCE
30.00 		104,945 21,680 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
ANNA VIOLA-GOODMAN EXECUTIVE ASSISTANT
40.00 		75,177 46,131 0
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ACCENTURE LLP CONSULTING 823,422
755 MAIN STREET SUITE 1600
HARTFORD,CT06103
CLIFTONLARSONALLEN ACCOUNTING 67,869
29 SOUTH MAIN STREET
WEST HARTFORD,CT06107
GROUND WORKS CONSULTING CONSULTING 63,082
365 62ND STREET
OAKLAND,CA94618
NEIGHBOR WORKS AMERICA CONSULTING 56,659
1255 UNION STREET NE SUITE 500
WASHINGTON,DC20002
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS FROM THROUGHOUT CONNECTICUT. 403,896
2 NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. 0
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow403,896
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
82,952,813
b
Average of monthly cash balances.......................
1b
1,872,173
c
Fair market value of all other assets (see instructions)................
1c
42,076,638
d
Total (add lines 1a, b, and c).........................
1d
126,901,624
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
126,901,624
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,903,524
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
124,998,100
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,249,905
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,249,905
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
65,037
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
65,037
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,184,868
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,184,868
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,184,868
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
14,841,251
b
Program-related investments—total from Part VIII-B..................
1b
403,896
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,245,147
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,184,868
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,838,106
b From 2019...... 1,419,408
c From 2020...... 2,910,766
d From 2021...... 3,609,778
e From 2022...... 8,847,296
f Total of lines 3a through e ........ 18,625,354
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,245,147
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 6,184,868
e Remaining amount distributed out of corpus 9,060,279
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 27,685,633
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,838,106
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		25,847,527
10 Analysis of line 9:
a Excess from 2019.... 1,419,408
b Excess from 2020.... 2,910,766
c Excess from 2021.... 3,609,778
d Excess from 2022.... 8,847,296
e Excess from 2023.... 9,060,279
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE FUNDING GUIDELINES AT HTTPSMELV
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510
(203) 901-1065
bThe form in which applications should be submitted and information and materials they should include:
SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
cAny submission deadlines:
SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

PARTNERSHIP FOR STRONG COMMUNITIES

227 LAWRENCE ST
HARTFORD,CT06510 		N/A PC GENERAL OPERATING GRANT 900,000

URBAN INSTITUTE

2500 LENFANT PLAZA SW
WASHINGTON,DC20004 		N/A PC PERC PROJECT MANAGEMENT 600,000

FORGE CITY WORKS

227 LAWRENCE ST
HARTFORD,CT06510 		N/A PC GENERAL OPERATING GRANT 550,000

URBAN INSTITUTE

2500 LENFANT PLAZA SW
WASHINGTON,DC20024 		N/A PC PERC PROJECT MANAGEMENT 518,689

FUNDERS FOR HOUSING AND OPPORTUNITY

1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20002 		N/A PC SUPPORT EFFORTS FOR FUNDERS FOR HOUSING & OPPORTUNITY 500,000

AMALGMATED FOUNDATION

111 ROCKVILLE PIKE
ROCKVILLE,MD20850 		N/A PC PERC PROJECT MANAGEMENT 500,000

URBAN STRATEGIES INC

100 NORTH BROADWAY
ST LOUIS,MO63102 		N/A PC PERC PROJECT MANAGEMENT 396,340

URBAN STRATEGIES INC

100 NORTH BROADWAY
ST LOUIS,MO63102 		N/A PC PERC PROJECT MANAGEMENT 396,340

URBAN STRATEGIES INC

100 NORTH BROADWAY
ST LOUIS,MO63102 		N/A PC PERC PROJECT MANAGEMENT 392,500

NATIONAL ALLIANCE TO END HOMELESSNESS

1518 K ST NW 2ND FLOOR
WASHINGTON,DC20002 		N/A PC BUILD STRONGER SUPPORT FOR ENDING HOMELESSNESS IN US 360,000

ECONOMIC HARDSHIP REPORTING PROJECT

238 WEST FOURTH ST SUITE 5B
NEW YORK,NY10014 		N/A PC GENERAL OPERATING GRANT 300,000

CENTER ON BUDGET POLICY AND PRIORITIES

1275 FIRST ST NE SUITE 1200
WASHINGTON,DC20002 		N/A PC GENERAL OPERATING GRANT 300,000

CENTER FOR COMMUNITY PROGRESS

111 EAST COURT ST
FLINT,MI48502 		N/A PC COMMUNITY DEVELOPMENT FOR LIBERATION 300,000

GROUNDED SOLUTIONS NETWORK

PO BOX 70724
OAKLAND,CA94612 		N/A PC SUPPORT 3 CITIES 300,000

FUNDERS TOGETHER TO END HOMELESSNESS

89 SOUTH ST
BOSTON,MA02111 		N/A PC GENERAL OPERATING GRANT 300,000

URBAN STRATEGIES INC

100 NORTH BROADWAY
ST LOUIS,MO63102 		N/A PC PERC PROJECT MANAGEMENT 261,664

HOUSING NARRATIVE LAB

1828 L ST NW
WASHINGTON,DC20036 		N/A PC SHIFT PUBLICS BELIEF ON WHO BECOMES HOMELESS 250,000

NATIONAL PUBLIC RADIO

1111 NORTH CAPITOL ST NW
WASHINGTON,DC20002 		N/A PC HOMELESSNESS PROGRAMMING 250,000

LIVING CITIES

1730 M ST NW
WASHINGTON,DC20036 		N/A PC GENERAL OPERATING GRANT 250,000

NATIONAL LOW INCOME HOUSING COALITION

1000 VERMONT AVE NW SUITE 500
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING GRANT 250,000

CENTER FOR BUDGET POLICIES AND PRIORITIES

1275 FIRST ST NE SUITE 1200
WASHINGTON,DC20002 		N/A PC FRAMEWORK FOR EQUITABLE HOMELESSNESS RESPONSE 250,000

NATIONAL FAIR HOUSING ALLIANCE

1331 PENNSYLVANIA AVE NW 650
WASHINGTON,DC20004 		N/A PC A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) FOR NFHA TO WORK WITH STAKEHOLDERS TO DISMANTLE EXISTING POLICIES AND SYSTEMS THAT PERPETUATE DISCRIMINATION AND HOUSING INEQUALITY AS WELL AS DEVELOP AND IMPLEMENT POLICIES THAT PROMOTE EQUITABLE HOUSING OUTCOMES PARTICULARLY FOR BIPOC COMMUNITIES. 250,000

TSNE MISSIONWORKS

89 SOUTH ST
BOSTON,MA02111 		N/A PC GENERAL OPERATING GRANT 250,000

COMMUNITY SOLUTIONS

60 BROAD ST SUITE 2510A
NEW YORK,NY10004 		N/A PC A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) TO FUND THE CREATION OF THE COMMUNITY RACE EQUITY PORTFOLIO WITHIN THE BUILT FOR ZERO TEAM, A MANAGEMENT-LEVEL SUB-TEAM WITH RESPONSIBILITY FOR DRIVING COORDINATION, ACCOUNTABILITY, AND TECHNICAL SUPPORT ACROSS COMMUNITY SOLUTIONS BUILT FOR ZERO SITES. 250,000

NATIONAL LOW INCOME HOUSING COALITION

1000 VERMONT AVE NW SUITE 500
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING GRANT 225,000

AMALGAMATED FOUNDATION

111 ROCKVILLE PIKE
ROCKVILLE,MD20850 		N/A PC GENERAL OPERATING GRANT 200,000

NATIONAL LEAGUE OF CITIES

660 NORTH CAPITOL ST NW SUITE 450
WASHINGTON,DC20001 		N/A PC GENERAL OPERATING GRANT 200,000

NATIONAL HOUSING TRUST

100 CAMBRIDGE ST SUITE 300
BOSTON,MA02114 		N/A PC GENERAL OPERATING GRANT 200,000

HARTFORD FOUNDATION FOR PUBLIC GIVING

10 COLUMBUS BLVD
HARTFORD,CT06106 		N/A PC COMMUNITY LED PROGRAN DESIGN TO UNDERSTAND GBI 200,000

ASSOCIATION FOR BLACK FOUNDATION EXECUTIVES

55 EXCHANGE PLACE
NEW YORK,NY10005 		N/A PC GENERAL OPERATING GRANT 175,000

FAIR SHARE HOUSING

1 ETHEL LAWRENCE BLVD
MT LAUREL TOWNSHIP,NJ08054 		N/A PC FSH WORK WITH HUD 150,000

AMALGAMATED FOUNDATION

111 ROCKVILLE PIKE
ROCKVILLE,MD20850 		N/A PC PERC PROJECT MANAGEMENT 150,000

EARN INC (DBA SAVERLIFE)

235 MONTGOMERY ST NO 1050
SAN FRANCISCO,CA94104 		N/A PC APPLIED RESEARCH INITIATIVE - HOUSING INSTABILITY 150,000

NATIONAL COALITION FOR THE HOMELESS

2201 P ST NW
WASHINGTON,DC20037 		N/A PC GENERAL OPERATING GRANT 150,000

PRIVATE EQUITY STAKEHOLDER PROJECT

2513 N CENTRAL PARK AVE
CHICAGO,IL60647 		N/A PC PROJECT GRANT 150,000

BEYOND THE BRIDGE (MASS HOUSING & SHELTER ALLIANCE)

5 PARK ST
BOSTON,MA02108 		N/A PC A ONE-YEAR GENERAL OPERATING GRANT OF $300,000 TO SUPPORT BEYOND THE BRIDGE, A DOCUMENTARY ABOUT THE ROOT CAUSES OF AND SOLUTIONS TO HOMELESSNESS. 150,000

TRUST NEIGHBORHOODS

1737 WALNUT ST SUITE C
KANSAS CITY,MO64108 		N/A PC GENERAL OPERATING GRANT 150,000

AMALGAMATED FOUNDATION

111 ROCKVILLE PIKE
ROCKVILLE,MD20850 		N/A PC PERC PROJECT MANAGEMENT 126,000

CONNECTICUT VOICES FOR CHILDREN

33 WHITNEY AVE 308
NEW HAVEN,CT06510 		N/A PC GENERAL OPERATING GRANT 125,000

BIPARTISAN POLICY CENTER

1225 EYE ST NW SUITE 1000
WASHINGTON,DC20005 		N/A PC MEET THE MOMENT GRANT YEAR 3 125,000

FORGE CITY WORKS

227 LAWRENCE ST
HARTFORD,CT06510 		N/A PC FUNDING FOR FIRE BY FORGE RESTAURANT 115,000

FJCCHAPIN HALL

1313 E 60TH ST
CHICAGO,IL60637 		N/A PC MEET THE MOMENT GRANT YEAR 3 100,000

POINT SOURCE YOUTH

215 PARK AVE SOUTH
NEW YORK,NY10003 		N/A PC NYC DIRECT CASH TRANSFER PROGRAM 100,000

CENTER FOR BUDGET POLICIES AND PRIORITIES

1275 FIRST ST NE SUITE 1200
WASHINGTON,DC20002 		N/A PC HOUSING & INCOME SECURITY 100,000

CENTER FOR LEADERSHIP AND JUSTICE

47 VINE ST
HARTFORD,CT06112 		N/A PC RESIDENT ENGAGEMENT RE HOUSING ISSUES 100,000

HABITAT FOR HUMANITY

PO BOX 55634
JACKSON,MS36296 		N/A PC GENERAL OPERATING GRANT 100,000

ALLIANCE OF BLACK LED CDFIS

301 E PINE ST SUITE 175
ORLANDO,FL32801 		N/A PC GENERAL OPERATING GRANT 100,000

YOUTH ACTION HUB (INSTITUTE FOR COMMUNITY RESEARCH)

2 HARTFORD SQUARE WEST SUITE 210
HARTFORD,CT06106 		N/A PC TO BUILD AND SHIFT POWER OF EXTREMELY LOW-INCOME BIPOC AND LGBTQ+ YOUTH AND YOUNG ADULTS WITH LIVED EXPERTISE BY SUPPORTING A RESEARCH AND POLICY ADVOCACY NETWORK. 100,000

CENTER FOR CHILDREN'S ADVOCACY

65 ELIZABETH ST
HARTFORD,CT06105 		N/A PC SYSTEMIC REFORM FOR YOUTH HOUSING 80,000

UP FOR GROWTH

1627 EYE STREET NW SUITE 1130
WASHINGTON,DC20006 		N/A PC GENERAL OPERATING GRANT 80,000

INVISIBLE PEOPLE

7119 W SUNSET BLVD 618
LOS ANGELES,CA90046 		N/A PC GENERAL OPERATING GRANT 75,000

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC MEET THE MOMENT GRANT YEAR 3 60,000

MAKE THE ROAD CT

360 FARMINGTON AVE
HARTFORD,CT06105 		N/A PC GENERAL OPERATING GRANT 50,000

CONNECTICUT MIRROR

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC REPORT FOR AMERICA PROGRAM 50,000

NATIONAL INSTITUTE OF MINORITY ECONOMIC DEVELOPMENT

114 WEST PARRISH ST
DURHAM,NC27700 		N/A PC PERC TECHNICAL ASSISTANCE 30,000

GROUNDED SOLUTIONS NETWORK

PO BOX 70724
OAKLAND,CA94612 		N/A PC HOUSING CONFERENCE SPONSORSHIP 25,000

BLACKVILLE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 414
BLACKVILLE,SC29817 		N/A PC LOWCOUNTRY RURAL HOUSING TASK FORCE PHASE 2 15,000

ASSOCIATION FOR BLACK FOUNDATION EXECUTIVES

55 EXCHANGE PLACE
NEW YORK,NY10005 		N/A PC SPONSORSHIP 15,000

CENTER FOR COMMUNITY PROGRESS

111 EAST COURT ST
FLINT,MI48502 		N/A PC COMMUNITY DEVELOPMENT FOR LIBERATION 15,000

BLACKSPACE

96 STERLING ST
BROOKLYN,NY11225 		N/A PC SPONSORSHIP 15,000

PUBLIC ADVOCATES - ALLIANCE FOR HOUSING JUSTICE

1331 PENNSYLVANIA AVE NW 650
WASHINGTON,DC20004 		N/A PC SPONSORSHIP 10,000

CT FAIR HOUSING CENTER

60 POPIELUSZKO CT
HARTFORD,CT06506 		N/A PC SPONSORSHIP 8,000

FORGE CITY WORKS

227 LAWRENCE ST
HARTFORD,CT06510 		N/A PC SPONSORSHIP 5,000

PARTNERSHIP FOR STRONG COMMUNITIES

227 LAWRENCE ST
HARTFORD,CT06510 		N/A PC CT HOUSING ADVOCATES MEETING FACILITATION 2,910

ELM CITY COMMUNITIES

122 WILMOT RD
NEW HAVEN,CT06515 		N/A PC SPONSORSHIP 2,500

INFORM CT INC (DBA CONNECTICUT DATA COLLABORATIVE)

10 CONSTITUTION PLAZA
HARTFORD,CT06103 		N/A PC CT DATA SPONSORSHIP 1,000
Total .................................right arrow 3a 12,855,943
bApproved for future payment

CONNECTICUT PUBLIC BROADCASTING
1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC MEET THE MOMENT GRANT 60,000

LIVING CITIES
1730 M ST NW
WASHINGTON,DC20036 		N/A PC GENERAL OPERATING GRANT 250,000

URBAN STRATEGIES INC
100 NORTH BROADWAY
ST LOUIS,MO63102 		N/A PC PERC PROJECT MANAGEMENT 792,680

REFRAME
15 RESEARCH DRIVE
AMHERST,MA01002 		N/A PC CHARITABLE OPERATIONS 2,000
Total ................................. right arrow 3b 1,104,680
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,149,378 54,188
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....         87,396
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,434,073  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDEVELOPER FEE 		        29,019
bOTHER PRI REVENUE         33,416
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,583,451 204,019
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,787,470
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
5B THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS THROUGHOUT CONNECTICUT. BILLINGS FORGE IS A BUILDING COMPLEX IN A DISTRESSED NEIGHBORHOOD PROVIDING A COMBINATION OF MIXED USE HOUSING, COMMERCIAL AND ACTIVITY/PROGRAM RELATED SPACE.
11A NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE MELVILLE CHARITABLE TRUST INC
 
Employer identification number

46-1670702
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE MELVILLE CHARITABLE TRUST INC
  		Employer identification number
46-1670702
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ANNIE E CASEY FOUNDATION
 
701 ST PAUL STREET
 
BALTIMORE, MD21202

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE MELVILLE CHARITABLE TRUST INC
  		Employer identification number

46-1670702
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE MELVILLE CHARITABLE TRUST INC
  		Employer identification number

46-1670702
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 67,869 10,000 0 57,869

TY 2023 InvestmentsOtherSchedule2
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANCHORAGE STRUCTURED CREDIT FUND LP - 1039653 SHS FMV 2,523,811 2,523,811
ARES PATHFINDER FUND (OFFSHORE) LP - 2552430 SHS FMV 2,968,663 2,968,663
ARROWSTREET INTL EQUITY EAFE TRUST FUND - 73130 SHS FMV 10,500,690 10,500,690
ARTISAN INTERNATIONAL FUND #661 - 109678 SHS FMV 2,941,559 2,941,559
ARTISAN INTERNATIONAL VALUE FUND #1672 - 64117 SHS FMV 2,946,838 2,946,838
BLACKROCK ADVANTAGE EMERGING MARKETS FUND CLASS K #2015 - 684098 SHS FMV 6,553,659 6,553,659
BLUE OWL GP STAKES IV OFFSHORE - 3126592 SHS FMV 4,800,677 4,800,677
FIDELITY 500 INDEX FUND CLASS AI #2328 - 189891 SHS FMV 30,505,094 30,505,094
H.I.G. MIDDLE MARKET LBO FUND III L.P. - 1060041 SHS FMV 1,276,491 1,276,491
HELLMAN & FRIEDMAN CAPITAL PARTNERS X L.P. - 1794075 SHS FMV 1,982,165 1,982,165
HILDENE OPPORTUNITIES OFFSHORE FUND SERIES-48 LTD - 5000 SHS FMV 5,949,661 5,949,661
MARATHON EMERGING MARKETS BOND OFFSHORE FUND LTD - 4060 SHS FMV 4,376,752 4,376,752
PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP - 2750000 SHS FMV 3,222,015 3,222,015
PGIM HIGH YIELD FUND CLASS Q #1067 - 528560 SHS FMV 2,491,226 2,491,226
PIMCO INCOME FUND CLASS INS #1821 - 225566 SH FMV 2,395,506 2,395,506
PRIMA MORTGAGE INVESTMENT TRUST LLC - 1197159 SHS FMV 4,119,441 4,119,441
PRIVATE EQUITY PARTNERS IX OFFSHORE LP - 1737537 SHS FMV 259,556 259,556
PRUDENTIAL CORE FIXED INCOME - 2202585 SHS FMV 7,461,417 7,461,417
ROSE AFFORDABLE HOUSING PRESERVATION FUND V REIT LP - 2244095 SHS FMV 2,150,057 2,150,057
SCULPTOR REAL ESTATE PARALLEL FUND B, IV L.P. - 1601878 SHS FMV 1,560,457 1,560,457
STATE STREET LONG U.S. TREASURY INDEX - 509535 SHS FMV 7,710,792 7,710,792
WARBURG PINCUS GLOBAL GROWTH L.P. - 2525100 SHS FMV 3,674,829 3,674,829
WELLINGTON TRUST CO NATL ASSOC. MULTIPLE COMMON TRUST - 258264 SHS FMV 6,231,909 6,231,909
WHITEHORSE LIQUIDITY PARTNERS (OFFSHORE) II LP - 2961696 SHS FMV 4,669,350 4,669,350
U.S. TRUST MCT INVESTMENTS FMV 2 2
LYCEUM, INC. LLC FMV 1 1

TY 2023 LegalFeesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,590 0 0 4,590


TY 2023 OtherAssetsSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSETS 30,667 17,651 17,651
OTHER ASSETS 60,821 58,216 58,216


TY 2023 OtherExpensesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 17,485 0 0 17,485
OTHER EXPENSES 3,171 0 0 3,169
MEMBERSHIP DUES 20,729 0 0 20,729
LYCEUM OTHER EXPENSES 276,587 0 87,396 105,303


TY 2023 OtherIncomeSchedule2
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 0 533,020 0
DEVELOPER FEE 29,019 29,019 29,019
OTHER PRI REVENUE 33,416 33,416 33,416


TY 2023 OtherIncreasesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Description Amount
UNREALIZED GAIN ON INVESTMENTS 14,061,712


TY 2023 OtherLiabilitiesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES 90,115 285,615
OPERATING LEASE LIABILITY 30,994 17,651


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 OtherNotesLoansRcvblLongSch
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
CAPITAL FOR CHANGE NONE 105,000 105,000 2013-10 2023-11   300.0000000000 % UNSECURED COMMUNITY LOAN POOL - BELOW MKT RATE LOANS (5 YR EXT)   0
NEIGHBORWORKS NEW HORIZONS NONE 300,000 300,000 2019-07 2022-07   0 % UNSECURED ACQUISITION & PREDEVELOPMENT ACTIVITIES   0
BILLINGS FORGE LP NONE 2,108,500 2,108,500 2015-11 2055-11   257.0000000000 % UNSECURED NOTE RECEIVED AS PART OF SALE OF PROPERTY   0

TY 2023 OtherProfessionalFeesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 453,862 453,862 0 0
OTHER PROFESSIONAL FEES 153,569 0 0 113,158
PERC EXPENSES 160,754 0 0 176,875


TY 2023 TaxesSchedule
Name:
THE MELVILLE CHARITABLE TRUST INC
EIN:
46-1670702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ALT INVESTMENT FOREIGN TAX 108,670 106,157 0 0
EXCISE TAXES 239,750 0 0 0